New Planner Podcast

Ep #95: Re-entering the Profession after Building a Successful Firm and Selling it with John Gugle


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John Gugle is a Regional Growth Consultant with LPL Financial based out of Charlotte, NC. He joins the show today to share his career journey into financial planning, including how he was able to leverage his degrees in Japanese and Finance to get started with a consulting firm.

Listen in as John shares how he was able to develop the trust of his co-workers who came to him for financial advice, as well as how he used his memberships in professional organizations to find a 2-year residency position. You'll hear why he left one RIA to start his own, how his mentors made a difference in his success, and the common characteristics of those who are successful in the financial planning profession.

You can find show notes and more information by clicking here: https://bit.ly/3PeAZhf

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New Planner PodcastBy Caleb Brown

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